Woodline Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Woodline Partners’s Portfolio AVTA Stock Details AVTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-864,304	Closed	-$22.1M	–	710
2023 Q3	$22.1M	Buy	+864,304	New	+$20.5M	0.26%	115

Other funds holding AVTA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Woodline Partners's AVTA Position: Q4 2023 in Review

Woodline Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 864,304 shares — an estimated $22.1M sold.

Woodline Partners first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $22.1M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Woodline Partners reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Woodline Partners sold 864,304 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $22.1M.
Woodline Partners first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Woodline Partners's Avantax, Inc. Common Stock position peaked at $22.1M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Woodline Partners's 13F filing for Q4 2023, filed 14 Feb 2024.